LVW Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
797
+1
| +0.1% | +$424 | 0.04% | 244 |
|
|
2025
Q1 | $288K | Hold |
796
| – | – | 0.03% | 241 |
|
|
2024
Q4 | $320K | Buy |
796
+207
| +35% | +$83.1K | 0.04% | 237 |
|
|
2024
Q3 | $221K | Sell |
589
-3
| -0.5% | -$1.13K | 0.03% | 286 |
|
|
2024
Q2 | $216K | Buy |
+592
| New | +$216K | 0.03% | 273 |
|
|
2022
Q3 | – | Sell |
-1,041
| Closed | -$228K | – | 227 |
|
|
2022
Q2 | $228K | Hold |
1,041
| – | – | 0.05% | 208 |
|
|
2022
Q1 | $289K | Hold |
1,041
| – | – | 0.05% | 196 |
|
|
2021
Q4 | $318K | Sell |
1,041
-802
| -44% | -$245K | 0.05% | 190 |
|
|
2021
Q3 | $505K | Buy |
1,843
+243
| +15% | +$66.6K | 0.09% | 155 |
|
|
2021
Q2 | $434K | Sell |
1,600
-649
| -29% | -$176K | 0.08% | 160 |
|
|
2021
Q1 | $547K | Hold |
2,249
| – | – | 0.11% | 138 |
|
|
2020
Q4 | $542K | Sell |
2,249
-239
| -10% | -$57.6K | 0.11% | 112 |
|
|
2020
Q3 | $540K | Hold |
2,488
| – | – | 0.12% | 98 |
|
|
2020
Q2 | $478K | Hold |
2,488
| – | – | 0.12% | 99 |
|
|
2020
Q1 | $375K | Buy |
2,488
+640
| +35% | +$96.5K | 0.1% | 101 |
|
|
2019
Q4 | $325K | Hold |
1,848
| – | – | 0.07% | 138 |
|
|
2019
Q3 | $295K | Sell |
1,848
-9
| -0.5% | -$1.44K | 0.07% | 134 |
|
|
2019
Q2 | $292K | Sell |
1,857
-7
| -0.4% | -$1.1K | 0.08% | 124 |
|
|
2019
Q1 | $282K | Buy |
+1,864
| New | +$282K | 0.08% | 151 |
|